Helping Silicon Valley Tech Professionals Build True Wealth
True wealth goes beyond your salary and stock options. It’s about maximizing your RSUs, ESPPs, and equity compensation while securing your financial future. It’s creating a lasting legacy for the next generation. It’s having the time and freedom to enjoy what matters most—without financial uncertainty. Let’s help you grow and protect your wealth with confidence.
How Can We Help?
Our goal is to help you pursue your goals, whether you’re just getting started, preparing for retirement, or well into your golden years.
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Who We Serve
At Pesta & Pesta Wealth Management, we focus on serving individuals and families with at least $3 million in investable assets who are looking for comprehensive financial planning and guidance. Our team provides tailored strategies in Tax, Estate, and Investment Planning to help you preserve and grow your wealth.
We also work closely with professionals in the tech industry who face unique financial challenges, such as managing concentrated stock positions, RSUs, or ESPPs from their employer. We aim to help you optimize your equity compensation while minimizing tax burdens.
If you value a thoughtful, collaborative approach to navigating complex financial decisions and planning for the future, we invite you to schedule a consultation and learn how we can support your financial goals.
Services
What We Do
The passion of our financial advisors is to help people from all walks of life find their own vision of true wealth. That means helping you define what true wealth looks like for you, putting a plan in place to help you pursue your vision, then helping you maintain the true wealth you’ve achieved.
Financial Planning
Our team of financial advisors will design a collaborative plan to evaluate your current financial situation and pivot you toward true financial freedom.
Investment Management
Our disciplined, time-tested investment strategies provide your portfolio with the proactive, synergistic service you need to pursue your goals.
Retirement Planning
We’re here to help you avoid your own personal retirement crisis by putting your financial plan into concrete terms using our holistic five-step process.
Tax Planning
Our tax team of CPAs conduct a deep dive into your recent tax returns to identify potential savings or restructuring opportunities, leveraging proactive ideas to save money in the future.
Estate Planning
Our estate planning team helps you create a tax efficient, comprehensive estate plan that leaves little to chance, along with teaching you how your assets will be distributed.
Private Client Services
Highly complex needs can require sophisticated solutions. Private Client Service members get the one-on-one support they need.
Discover the right investment strategy for you.
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Cupertino, CA
Menlo Park, CA
San Francisco, CA
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